Genmab — December 2023
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In anticipation of JNJ's Enterprise Business Review this afternoon https://jnjbusinessreview.q4ir.com/home/default.aspx
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Current 2027 market estimates
for specific product sales, estimates based on analyst models as of November 2023 that identify product specific sales in 2027: Talvey $700mn (JNJ estimate x2), Rybrevant $1.3bn (JNJ estimate x2), Tecvayli $1.3bn (JNJ estimate 25% higher) -
Studiet undersøges i 6 typer cancer i kombination med 8 andre stoffer. Så ikke underligt, at der skal en del patienter igennem. https://clinicaltrials.gov/study/NCT04083599?intr=Gen1042&rank=3
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ECB vender 180 grader. 6 rentenedsættelser i 2024. https://borsen.dk/nyheder/okonomi/markant-skifte-nu-ventes-seks-rentedyk-i-ecb-i-2024?b_source=borsen&b_medium=row_1&b_campaign=news_2 Isoleret set godt nyt for Genmab og biotech mv.
Sjældent den måde markedet reagerer på en stor sænkning af kursmål, men ja da 
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